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Cloud Computing

Cloud computing rents out servers, storage, and software rather than selling hardware for a customer to run in its own building. It turned technology spending from a capital project into a monthly bill, and the platforms that host it have become critical infrastructure in their own right.

64 stocks

Edge Computing

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
3276	OC Opal Capital Boca Raton, Florida	$26M	-$1.64M	5	4.65%	Reduced
3277	BTD BankPlus Trust Department Jackson, Mississippi	$26M	+$270K	11	6.09%	Increased
3278	MSS Mitchell Sinkler & Starr Philadelphia, Pennsylvania	$26M	+$166K	7	10.84%	Increased
3279	SDH Sloy Dahl & Holst Vancouver, Washington	$26M	+$1.31M	7	3.21%	Increased
3280	LN Lightrock Netherlands Utrecht, Netherlands	$26M	+$1.67M	2	5.13%	Increased
3281	PI Pettee Investors Rowayton, Connecticut	$26M	+$491K	6	12.78%	Increased
3282	ES Eagle Strategies New York	$25.9M	+$862K	7	2.58%	Increased
3283	VIM VELA Investment Management New Albany, Ohio	$25.9M	-$1.87M	4	5.64%	Reduced
3284	OL OneFund LLC Saint Petersburg, Florida	$25.9M	-$65.5K	9	14.68%	Reduced
3285	SGM Sellaronda Global Management New York	$25.9M	+$5.9M	1	16.17%	Increased
3286	1WM 1900 Wealth Management San Antonio, Texas	$25.9M	+$3.32M	8	1.44%	Increased
3287	XWL XXI Wealth LLC Chicago, Illinois	$25.9M	+$1.69M	8	11.88%	Increased
3288	VCP Vista Capital Partners Portland, Oregon	$25.8M	+$2.17M	6	2.26%	Increased
3289	CFFP Center for Financial Planning Southfied, Michigan	$25.8M	-$95.3K	17	2.42%	Reduced
3290	ACM Ayrshire Capital Management Westport, Connecticut	$25.8M	+$728K	4	12.09%	Increased
3291	FBT First Bankers Trust Louisville, Kentucky	$25.8M	-$509K	6	8.04%	Reduced
3292	HRC Hoertkorn Richard Charles	$25.8M	-$26.5K	4	17.29%	Reduced
3293	1WCM 12 West Capital Management New York	$25.8M	-$542K	1	4.82%	Reduced
3294	WG Watchman Group Plano, Texas	$25.7M	-$200K	4	5.75%	Reduced
3295	Maple Rock Capital Partners Toronto, Ontario, Canada	$25.7M	+$27.1M	1	0.5%	New
3296	FLI Family Legacy Inc Greenville, South Carolina	$25.7M	-$196K	4	6.85%	Reduced
3297	CTA Clear Trail Advisors Houston, Texas	$25.7M	+$205K	6	3.92%	Increased
3298	BFPW BOK Financial Private Wealth Denver, Colorado	$25.7M	-$2.33M	13	1.32%	Reduced
3299	RWI Red Wave Investments Dillsburg, Pennsylvania	$25.7M	+$16.8M	5	6.52%	Increased
3300	TLC True Light Capital Singapore,	$25.7M	$0	1	16.91%	Maintained